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Technology Stocks : Dell Technologies Inc.

DELL 135.36

-0.5%

1:52 PM EST

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To: kemble s. matter who wrote (147811)	11/22/1999 12:32:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Kemble, IBM must survive...They will come along...Michael Murphy's comments about IBM possibly buying a 30% stake in DELL makes sense...This way they'd still profit in the hardware business as DELL conquers the world so fast we won't be able to blink before they're 50% of the world wide market... This doesn't make sense to me. Dell pays no dividends, so IBM would not realise any cash flow from the investment, and the cost of an investment in Dell would be prohibitive. The only way it would make sense would be for IBM to attempt a merger with Dell. Am I missing something here? Another point of disagreement that I have with some previous posters is the presumed similarity between the two companies. That, too,is false. IBM invests heavily in new and emerging technologies. To date, Dell has not mad such investments. Dell's forte is its superb sales/assembly/distribution business model -- a model unrivaled by any other company (IMO). But we are now beginning to see Dell's new product strategy emerging. The emphasis on wireless connectivity is intriguing. TTFN, CTC

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